Opinion

Is coal really the energy insurance policy governments hoped for?

Coal is back in the conversation, but supply constraints, infrastructure challenges and market disruption tell a more complicated story

1 minute read

The narrative is familiar: energy security concerns have pushed countries back towards thermal coal. But has the shift been as straightforward as many expected?

In this episode of Mined Over Matter, we put that assumption to the test. Together, we explore why coal prices have risen even as global imports continue to decline, the supply-side disruptions affecting major exporting regions, and the challenges countries face when turning to coal to strengthen energy security. The result is a more nuanced picture of thermal coal's role in today's energy market, and what it could mean for the months ahead.

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